If a Stock Market Crash Is Coming, These 2 Growth Stocks Might Be Worth Selling

The article argues that if the stock market enters a correction or crash, investors may want to reduce exposure to two highly valued growth stocks: Advanced Micro Devices and CrowdStrike. It points to the S&P 500’s elevated valuation, citing a Shiller CAPE of 41.9, along with geopolitical tensions, inflation, higher bond yields, and upcoming midterm elections as reasons risk appetite could weaken. The thesis is that expensive stocks typically fall harder in broad sell-offs. AMD is highlighted for strong AI/data center growth, but its 87.8 P/E is viewed as vulnerable if sentiment turns. CrowdStrike is also praised for ARR growth and AI-security demand, yet its 42+ price-to-sales ratio and prior volatility make it a candidate for downside in a market downturn. Overall, the piece is a cautious market commentary about valuation risk rather than a direct market trigger.